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Routing principles

Email is required for approvals and Document Sign. Use DekaSign email or your organization’s channel; WhatsApp is an add-on. For the organization default, DekaSign is the fallback when custom email sending fails or a delivery failure becomes known to the system. Not all bounces can be detected. Accepted is not delivered/read. An explicit custom email Actor override disables DekaSign email, including that Actor’s fallback. OTP/security messages continue to use the trusted platform channel. If you need the organization-default fallback, understand the consequences before applying an Actor override.

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Add SMTP

The Owner opens Notification channels, selects Add channel / SMTP, names it, and enters: Save, send a test to an inbox you control, inspect the result, then activate. Configuration changes clear tested/active status. Port 25, disabled TLS, and private hosts are not supported by this secure configuration.

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WhatsApp

Select WatZap, Convia, Wati, Bird, or general REST. Enter provider credentials, sender identity, approved template/language/variables, and the destination number with country code. Configure mapping, test an authorized number, then activate. Providers have their own charges, template approvals, and messaging rules. Connector documentation does not approve your template. The release does not claim every provider has been tested with a real account.

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General REST and Bird email

Choose Email or WhatsApp, name the channel, and configure the public HTTPS endpoint, authentication, headers, and JSON body. Map the destination to the correct email/phone parameter and the message to its body parameter. Use variables offered by the UI; do not send unnecessary customer data. Endpoints must use HTTPS without private hosts or secrets in the URL. Store credentials in the dedicated fields. A successful test is required before activation. See integrations and webhooks.

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Monitor deliveries

Use Delivery logs to inspect status, retries, and redacted errors. Check destinations, provider permissions, templates, and quotas on failure. Check deduplication before manually resending.